Rennie & Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rennie & Associates provides comprehensive financial planning to individuals and high-net-worth individuals, delivering written plans that address insurance, estate, tax, education, investment, and retirement planning. The firm is a solo-practitioner registered adviser serving a modest client base and emphasizes fact-finding meetings to tailor each client’s plan.
The firm develops long-term, asset-allocation-focused investment plans based on clients’ goals, time horizons, and risk profiles, recommending primarily no-load mutual funds and ETFs and following a buy-and-hold philosophy. Rennie & Associates supplements plan delivery with up to six months of implementation assistance and conducts semiannual written reviews for retainer clients, using public, subscription, and proprietary research in its fund selection process.
What distinguishes the firm from many peers is that it does not provide portfolio management, accept custody, or take discretionary trading authority over client assets and does not charge percentage-of-assets fees; instead it offers fixed-fee planning and optional retainer arrangements. The firm also publishes a client newsletter (provided complimentary to retainer clients), a practice that is uncommon among similar independent, solo-advisor firms.
Client services
Expertise
Fee options
Initial financial plan fees ranging from $2,500 to $15,000
$150 per hour for unique requirements
Optional annual retainer fees ranging from $1,000 to $15,000
Fee-only: Initial financial plan fees ranging from $2,500 to $15,000; optional annual retainer fees ranging from $1,000 to $15,000
Main office
Irvine CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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